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EAM

Eschler Asset Management Portfolio holdings

AUM $100M
1-Year Est. Return 83.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+83.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$2.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$8.4M
2 +$5.59M
3 +$5.23M
4
GDS icon
GDS Holdings
GDS
+$4.48M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.14M

Top Sells

1 +$30.3M
2 +$7.24M
3 +$6.2M
4
HSAI
Hesai Group
HSAI
+$4.28M
5
PONY
Pony AI Inc
PONY
+$4.18M

Sector Composition

1 Materials 41.57%
2 Technology 17.27%
3 Consumer Discretionary 12.26%
4 Communication Services 9.37%
5 Financials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$840K 0.62%
8,000
27
$808K 0.6%
175,700
-51,000
28
$804K 0.6%
71,567
-180,023
29
$680K 0.5%
+2,875
30
$661K 0.49%
+3,700
31
$651K 0.48%
+63,026
32
$649K 0.48%
+23,970
33
$634K 0.47%
+13,000
34
$624K 0.46%
+50,000
35
$604K 0.45%
7,400
36
$545K 0.4%
+10,165
37
$544K 0.4%
+13,904
38
$529K 0.39%
+2,500
39
$526K 0.39%
42,000
-43,000
40
$508K 0.38%
+11,808
41
$489K 0.36%
+972
42
$474K 0.35%
2,160
+120
43
$435K 0.32%
18,000
-17,000
44
$430K 0.32%
37,100
45
$414K 0.31%
+86,328
46
$389K 0.29%
3,376
-6,862
47
$377K 0.28%
+7,000
48
$374K 0.28%
+120,000
49
$367K 0.27%
+157
50
$363K 0.27%
12,000